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Waverly Advisors’s Apple AAPL Stock Holding History

Waverly Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.05M Sell
12,000
-500
-4% -$130K 0.02% 544
2025
Q4 		$3.4M Buy
12,500
+2,500
+25% +$671K 0.03% 463
2025
Q3 		$2.55M Buy
+10,000
New +$2.26M 0.03% 465
2025
Q1 		– Sell
-10,900
Closed -$2.73M – 1110
2024
Q4 		$2.73M Buy
+10,900
New +$2.57M 0.04% 324
2024
Q3 		– Sell
-10,100
Closed -$2.13M – 806
2024
Q2 		$2.13M Buy
+10,100
New +$1.88M 0.04% 310

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Waverly Advisors's AAPL Position: Q1 2026 in Review

Waverly Advisors increased its Apple (AAPL) stake by 6.7% in Q1 2026, buying an estimated $20.6M and bringing the position to 1,267,737 shares worth $322M. The position accounts for 2.4% of the portfolio, ranked #3.

Waverly Advisors first reported a position in AAPL in Q2 2013 and has held it in 50 quarters since. The position peaked at $323M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Waverly Advisors held 1,267,737 shares of Apple worth $322M as of Q1 2026.
  • Waverly Advisors bought 79,231 Apple shares in Q1 2026, an estimated $20.6M.
  • Apple made up 2.4% of Waverly Advisors's portfolio in Q1 2026, its #3 holding.
  • Waverly Advisors first reported a position in Apple in Q2 2013 and has held it in 50 quarters since.
  • Waverly Advisors's Apple position peaked at $323M in Q4 2025.
  • 6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.